Osahiro Yamamoto

@Sumitomo Mitsui Financial Group, Inc.

Latest period2024 - Q3

Reported2mo 11d ago

Managed Assets$3.883B

Total holdings168

Assets growth rate20.79%

Assets growth rate (2-Q avg)10.19%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sumitomo Mitsui Financial Group, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 168 positions.

Assets under management

The assets under management (AUM) of Sumitomo Mitsui Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.883B in assets, with a quarterly growth rate of 20.79% and a 2-quarter average growth rate of 10.19%. The portfolio is managed by Osahiro Yamamoto, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
JNKSpdr Ser Tr Recent Activity Exited	0%	$10.37M 110,000 shares@ $94.27 avg price	Exited
AMDAdvanced Micro Devices Inc Recent Activity Exited	0%	$1.414M 8,867 shares@ $159.47 avg price	Exited
HRBBlock H & R Inc Recent Activity Exited	0%	$1.373M 21,664 shares@ $63.4 avg price	Exited
SHOPShopify Inc Recent Activity Exited	0%	$1.067M 16,080 shares@ $66.38 avg price	Exited
0378⤦Apple Inc Recent Activity Exited	0%	$500,941↑ Call 19,000 shares@ $26.37 avg price	Exited
8522⤦Block Inc Recent Activity Exited	0%	$443,436↓ Put 40,000 shares@ $11.09 avg price	Exited
NFLXNetflix Inc Recent Activity Exited	0%	$424,975 621 shares@ $684.34 avg price	Exited
AAPLApple Inc Recent Activity Exited	0%	$331,427 1,548 shares@ $214.11 avg price	Exited
MAMastercard Incorporated Recent Activity Exited	0%	$243,513 550 shares@ $442.76 avg price	Exited
5949⤦Microsoft Corp Recent Activity Exited	0%	$130,574↓ Put 15,500 shares@ $8.43 avg price	Exited